Heather Pearson Email & Phone Number

Fort Worth, Texas

Financial Management• Advise the CEO and other key members of the leadership team on financial planning, budgeting, cash flow and policy matters• Plan, coordinate and execute (along with the CEO) the annual budget process• Prudently manage organization’s resources within those budget guidelines• Authorize purchase orders and payments within the parameters set forth in the internal financial policies• Administer contracts as approved by the CEO and BoardEquipment, Facilities & IT Management• Oversee the management of the facilities according to the approved lease requirements• Supervise the current technology infrastructure Human Resource Management• Provide for all staff a strong day-to-day leadership presence and support an open-door policy among all staff• Effectively manage all areas of human resources according to the authorized personnel policies and procedures• Ensure performance evaluations of all staff are completed according to personnel policies.• Review and if necessary, recommend changes to the personnel policies and procedures handbook on an annual basis• Monitor compliance of initial and ongoing background checks for volunteers, board and staff members• Manage updates to insurance, IRA, and all other business related agency needs• Recruit, hire, staff and supervise department heads and other personnel not under the supervision of department heads and run references of potential employees• Maintain staff personnel files Statistics Reporting• Responsible for budget oversight and submission of monthly Federal and State Grant Requests for Reimbursements (RFRs)• Track agency progress towards achieving annual goals through statistical management; prepare and submit timely reports as required by National CASA and Texas CASA.• Prepares statistical reports concerning agency activity for the use of the Executive Director and other staff members

I played a key role in supporting the fundraising efforts through database management, planning and logistics, and administrative support. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Revenue/Donations• Oversee all gift processing activities, including donor acknowledgments; pledge reminders; memorials; honorariums, and any other related activities • Manage and update donor records on a regular basis to ensure accurate information• Ensure appropriate follow through of donor requests for office visits, additional information, or other donor requests• Maintain and incorporate timely updates to the database system• Reconcile database records monthly with financial revenue records for the organization• Compile accurate gift record lists as needed for publications, website, annual reports, newsletters, email contact, etc. • Assist Development Director in donor relations, including donor recognition and eventsEvents• Manage registration process for all special events and activities• Assist in coordination of event details and logistics• Maintain accurate special event records• Coordinated the major fundraiser/auction of the year by running all aspects of the silent auction (categorized all items, entered all items into database system, produced images of each item and ran reports post-event), assisted in live auction procurement as well as video of items during event, created marketing materials to promote event, and organized volunteers on day of the event.

• Prepared written and electronic correspondence in the form of: transmittals, letters, memorandums, meeting minutes and observation reports• Answered and screened a high volume of phone calls, mail and email• Prepared and managed documentation of the financial distribution of client bond dollars• Met with clients to discuss strategy of best way to utilize financial distribution of bond dollars• Prepared contracts and other professional legal documentation• Oversaw calendars for coordination of meetings and professional events.• Maintained the studio filing system.• Made travel arrangements and booked dinner reservations with clients.

• Enjoyed the challenge of planning, organizing and managing several unique projects and events, including a Casino/BBQ Western Night for 750 clients• Developed and created various marketing pieces (advertisements, brochures, direct mailers) • Prepared and handled complete proposal process by first starting with a brainstorming meeting with team members to create submittal strategy• Handled creating, printing, binding, laminating, and distribution of proposals